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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,920 | $81,262-48.4% | $155,602-73.1% | $80,911-48.2% |
| Participation rate | 13.5% | 66.2%-52.7pp | 78.2%-64.7pp | 67.6%-54.1pp |
| Annual return | 11.69% | 33.34%-21.7pp | 64.81%-53.1pp | 35.63%-23.9pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $555 | $3,451-83.9% | $5,629-90.1% | $4,297-87.1% |
| Admin fee / account holder | $425 | $7,992-94.7% | $15,923-97.3% | $6,935-93.9% |